Victory Munder Mid-Cap Core Growth Fund (MGOYX)
The adviser pursues the fund's objective by investing, under normal circumstances, at least 80% of the fund's assets in equity securities of mid-capitalization companies. Mid-capitalization companies means those companies with market capitalizations within the range of companies included in the S&P MidCap 400 Index.
Fund Info
US92647K8383
Jun 24, 1998
$1,000,000
Mid-Cap
Growth
Expense Ratio
MGOYX has a high expense ratio of 0.98%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Victory Munder Mid-Cap Core Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Victory Munder Mid-Cap Core Growth Fund had a return of 3.81% year-to-date (YTD) and -4.48% in the last 12 months. Over the past 10 years, Victory Munder Mid-Cap Core Growth Fund had an annualized return of -11.72%, while the S&P 500 had an annualized return of 11.29%, indicating that Victory Munder Mid-Cap Core Growth Fund did not perform as well as the benchmark.
MGOYX
3.81%
-0.47%
-7.71%
-4.48%
-6.29%
-11.72%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of MGOYX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.87% | 3.81% | |||||||||||
| 2024 | -0.63% | 7.40% | 2.49% | -6.94% | 2.84% | 0.22% | 3.36% | 2.74% | 0.84% | -1.18% | 7.89% | -19.46% | -3.52% |
| 2023 | 7.20% | -2.96% | -0.58% | -1.49% | -3.03% | 8.85% | 3.27% | -1.70% | -6.13% | -6.86% | 11.68% | 2.82% | 9.61% |
| 2022 | -10.16% | -0.20% | 0.88% | -8.16% | 0.22% | -8.86% | 9.80% | -2.90% | -7.85% | 8.52% | 4.04% | -16.24% | -29.50% |
| 2021 | -1.09% | 5.39% | 3.14% | 5.92% | -0.00% | 1.06% | 2.84% | 3.43% | -5.29% | 6.37% | -1.03% | -17.92% | 0.18% |
| 2020 | 0.30% | -7.51% | -25.02% | 14.47% | 7.49% | -0.35% | 7.28% | 4.35% | -2.65% | -1.75% | 13.40% | -3.90% | -0.48% |
| 2019 | 9.24% | 5.22% | 0.53% | 2.57% | -5.17% | 6.37% | 2.01% | -1.43% | -0.86% | 0.20% | 2.72% | -36.27% | -21.82% |
| 2018 | 3.90% | -3.49% | -0.60% | -1.92% | 3.21% | -0.54% | 1.93% | 3.17% | -1.14% | -10.20% | 1.78% | -39.30% | -42.12% |
| 2017 | 4.44% | 2.59% | -0.35% | 1.92% | 1.38% | 0.77% | 1.61% | 0.96% | 2.99% | 2.52% | 3.38% | -16.26% | 4.24% |
| 2016 | -6.85% | 0.12% | 8.39% | -0.21% | 2.15% | -1.39% | 4.03% | -0.26% | -0.75% | -3.37% | 5.68% | -10.85% | -4.74% |
| 2015 | -2.14% | 6.76% | 1.51% | -0.58% | 1.69% | -1.82% | -0.62% | -5.09% | -5.04% | 4.80% | -0.69% | -11.70% | -13.33% |
| 2014 | -3.63% | 5.48% | 0.11% | -1.62% | 1.46% | 3.53% | -2.30% | 5.57% | -3.90% | 2.92% | 2.67% | -10.02% | -0.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MGOYX is 3, meaning it’s performing worse than 97% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Victory Munder Mid-Cap Core Growth Fund (MGOYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Victory Munder Mid-Cap Core Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% |
Monthly Dividends
The table displays the monthly dividend distributions for Victory Munder Mid-Cap Core Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.02 | $0.02 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Victory Munder Mid-Cap Core Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Victory Munder Mid-Cap Core Growth Fund was 79.83%, occurring on Mar 23, 2020. The portfolio has not yet recovered.
The current Victory Munder Mid-Cap Core Growth Fund drawdown is 73.30%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.83% | Dec 30, 2014 | 1316 | Mar 23, 2020 | — | — | — |
| -57.86% | Nov 1, 2007 | 338 | Mar 9, 2009 | 588 | Jul 7, 2011 | 926 |
| -30.02% | Sep 15, 2000 | 460 | Jul 23, 2002 | 303 | Oct 6, 2003 | 763 |
| -24.14% | Jul 8, 2011 | 61 | Oct 3, 2011 | 113 | Mar 15, 2012 | 174 |
| -14.41% | May 10, 2006 | 24 | Jun 13, 2006 | 118 | Nov 30, 2006 | 142 |
Volatility
Volatility Chart
The current Victory Munder Mid-Cap Core Growth Fund volatility is 2.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.